Roth Financial Group, Merritt Island, Florida

Newsletters

Do You Know Your Medicare Coverage Options?

There are two ways to obtain Medicare coverage: Original Medicare and Medicare Advantage. Here’s how they work.
Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?

In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.
ESG Investing in the Spotlight

This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
Should You Buy or Lease Your Next Vehicle?

Skyrocketing new vehicle costs and high interest rates could make leasing a cost-saving option. This article looks at the advantages and disadvantages of owning vs. leasing.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.